Position in DINO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$579,353
+$524,185 QoQ
Shares Held
9,286
+490.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 0%
Shared 1%
None 99%
Common Shares in DINO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026GeoWealth Management, LLC holds $3,202,254 across 5 Oil & Gas Refining & Marketing names. DINO ranks #3 (18.1% of the industry book) .
All Filings in DINO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $579,353 | 9,286 | Shares | Other | 2026-05-13 | |
| 2024-12-31 | $55,168 | 1,574 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $83,657 | 1,877 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||